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CIK: 0001472800
Total reported value
$253.9M
$253.9M
47 檔
24.3%
During the Q4 2024 filing period, Eastover Investment Advisors LLC (CIK: 0001472800) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $253.9M across 47 reported positions.
In Q4 2024, Eastover Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 7.20% | +0.43% | -3.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.52% | -0.02% | -1.95% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.20% | +0.13% | -2.66% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -0.03% | -1.88% | |
| 5 | JBL | Jabil Inc | Stock-Tech | 4.88% | +0.94% | -3.10% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.81% | +0.05% | -2.78% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.46% | -0.05% | -2.65% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 3.68% | -1.95% | EXIT | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.49% | +0.27% | -2.44% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.40% | -0.01% | -2.03% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 3.39% | -0.49% | -2.35% | |
| 12 | C | Citigroup Inc | Stock-Financials | 3.32% | +0.15% | -2.28% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.30% | -0.20% | -2.22% | |
| 14 | FNF | Fidelity National Financial | Stock-Financials | 3.28% | -0.08% | -2.41% | |
| 15 | PSA | Public Storage | Stock-Real Estate | 3.13% | +0.28% | -2.15% | |
| 16 | AEP | American Electric Power | Stock-Utilities | 3.12% | -0.26% | -2.09% | |
| 17 | RSG | Republic Services Inc | Stock-Industrials | 3.11% | -0.22% | -2.07% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 3.11% | +0.26% | -1.79% | |
| 19 | SHEL | Shell Plc-adr | Stock-Energy | 3.08% | -0.88% | -1.67% | |
| 20 | URI | United Rentals Inc | Stock-Industrials | 3.04% | +1.69% | -2.21% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 2.89% | +0.33% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.88% | -0.53% | -1.18% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.75% | — | -1.27% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.55% | — | -2.44% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.44% | -3.69% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.04% | -0.22% | -2.33% | |
| 27 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.86% | — | -0.02% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.74% | — | +1.72% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | — | +3.06% | |
| 30 | MU | Micron Technology Inc | Stock-Tech | 0.68% | — | -0.09% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.07% | — | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 0.35% | -0.01% | +0.91% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.01% | — | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.26% | — | +2.15% | |
| 35 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.23% | -0.01% | — | |
| 36 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.20% | — | -1.00% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.20% | -0.01% | — | |
| 38 | FNB | Fnb CORP | Stock-Financials | 0.20% | +0.01% | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | +42.12% | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.15% | -0.01% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.03% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.12% | +0.01% | -16.62% | |
| 43 | INDA | Ishares Msci India ETF | ETF-Other | 0.12% | +0.01% | +0.06% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.11% | — | +21.25% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.10% | — | +1.65% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.10% | +0.02% | -23.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +2.9% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +1.6% | -3.71% | Trim |
| 3 | JBL | Jabil Inc | +0.7% | -3.10% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.6% | -2.78% | Trim |
| 5 | CRM | Salesforce Inc | +0.6% | -2.74% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -2.65% | Trim |
| 7 | V | Visa Inc-class A Shares | +0.4% | -2.44% | Trim |
| 8 | NVDA | Nvidia CORP | +0.4% | -2.66% | Trim |
| 9 | AAPL | Apple Inc | +0.3% | -1.95% | Trim |
| 10 | C | Citigroup Inc | +0.3% | -2.28% | Trim |
| 11 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +42.12% | Add |
| 13 | CMG | Chipotle Mexican Grill Inc | 0% | -0.02% | Trim |
| 14 | ISRG | Intuitive Surgical Inc | 0% | -2.33% | Trim |
| 15 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 16 | VEA | Vanguard Ftse Developed ETF | 0% | +21.25% | Add |
| 17 | FNB | Fnb CORP | 0% | — | Unchanged |
| 18 | TFC | Truist Financial CORP | 0% | +0.91% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 21 | PM | Philip Morris International | — | +1.65% | Add |
| 22 | DGRO | Ishares Core Dividend Growth | — | +2.15% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -23.96% | Trim |
| 24 | DFAI | Dimensional International Co | 0% | — | Unchanged |
| 25 | INDA | Ishares Msci India ETF | 0% | +0.06% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | -3.69% | Trim |
| 27 | SO | Southern Co/the | 0% | — | Unchanged |
| 28 | DFAE | Dimensional Emerging Core Eq | 0% | — | Unchanged |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | -16.62% | Trim |
| 30 | SON | Sonoco Products Co | 0% | -1.00% | Trim |
| 31 | RSG | Republic Services Inc | -0.1% | -2.07% | Trim |
| 32 | ADBE | Adobe Inc | -0.1% | +1.72% | Add |
| 33 | DHR | Danaher CORP | -0.1% | +3.06% | Add |
| 34 | MU | Micron Technology Inc | -0.2% | -0.09% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.2% | -2.03% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | -1.88% | Trim |
| 37 | SHEL | Shell Plc-adr | -0.2% | -1.67% | Trim |
| 38 | BDX | Becton Dickinson And Co | -0.2% | -2.44% | Trim |
| 39 | RTX | Rtx CORP | -0.3% | -2.35% | Trim |
| 40 | PEP | Pepsico Inc | -0.4% | -1.27% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.4% | -1.18% | Trim |
| 42 | ABBV | Abbvie Inc | -0.4% | -1.79% | Trim |
| 43 | LOW | Lowe's Cos Inc | -0.4% | -2.22% | Trim |
| 44 | AEP | American Electric Power | -0.4% | -2.09% | Trim |
| 45 | FNF | Fidelity National Financial | -0.4% | -2.41% | Trim |
| 46 | URI | United Rentals Inc | -0.5% | -2.21% | Trim |
| 47 | PSA | Public Storage | -0.8% | -2.15% | Trim |
| 48 | LYB | LyondellBasell Industries N.V. | -3.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Eastover Investment Advisors LLC reported a total U.S. public equity portfolio value of $253.9M across 47 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, AAPL, NVDA) accounted for 24.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
ETN
市值: $6.2M
Top Position Liquidated / Trimmed
LYB
前期市值: $6.5M
During Q4 2024, Eastover Investment Advisors LLC's top holdings by market value included AVGO (7.2%)、AAPL (6.5%)、NVDA (5.2%). The largest single position, AVGO, represented 7.2% of total portfolio value.
In Q4 2024, Eastover Investment Advisors LLC made 41 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 30 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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